See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK3 years Service code 21 · EIN 64-0169065 | Bank Trustee | $95 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,795 | $42,353-46.2% | $79,550-71.3% | $64,808-64.8% |
| Participation rate | 58.9% | 64.8%-5.9pp | 69.5%-10.6pp | 71.5%-12.6pp |
| Annual return | -15.12% | -12.24%-2.9pp | 0.16%-15.3pp | 32.82%-47.9pp |
| Employer contribution / active EE | $333 | $1,181-71.8% | $2,413-86.2% | $2,506-86.7% |
| Participant deferral / active EE | $1,062 | $3,170-66.5% | $3,985-73.3% | $4,310-75.4% |
| Admin fee / account holder | $0 | $160-99.8% | $6,832-100.0% | $188-99.9% |